Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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You can give your children and grandchildren a priceless asset when you help them recognize their attitude toward money and learn good financial responsibility. Grandparents, parents, schools and now children themselves recognize the need for...
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If you live in the Northeast part of the country today, chances are you are at home watching the beautiful snow fall and dreading the inevitable snow shoveling that is sure to follow. Today is...
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Money issues can both weaken and strengthen a partnership or marriage. Having an honest, non-judgmental and on-going dialogue about finances with your significant other will make it easier when difficulties arise and tough decisions need...
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In our blog “Which Charitable Giving Strategy is Right for You?,” we discussed establishing a charitable giving strategy as a way to become more organized and impactful with your charitable dollars. Another important element in...
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It’s that time of year when many of us are committing to New Year’s resolutions, such as losing weight or exercising more. Investors could benefit from resolutions targeting their financial health as well. For those...
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At HTG Investment Advisors, we believe in applying well-researched techniques to benefit our clients. One such technique is the Wealth Allocation Framework (“WAF”) developed by Dr. Ashvin Chhabra, a close friend and former colleague of...
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Do you find holiday shopping for children and grandchildren challenging? What size, color, type should you buy? Will they like it? Do you know their current needs? ONE SIZE FITS ALL By buying a gift...
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Clients often express a strong desire to pay down debt, especially when they have accumulated assets or inherited assets that can be used to do so. And while this is a commendable instinct, it is...
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Yesterday’s Presidential election result, while not viewed as the likely outcome, was always a possibility. Sometime in the early hours of Wednesday we were reminded that unexpected events do occur. As the past reminds us,...
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